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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

579 hedge funds and large institutions have $8.55B invested in iShares MSCI EAFE Growth ETF in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 214 increasing their positions, 154 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+95
Holders Change %
+19.63%
% of All Funds
10.27%
Holding in Top 10
53
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+32.5%
% of All Funds
0.94%
New
128
Increased
214
Reduced
154
Closed
26
Calls
$262K
Puts
$838K
Net Calls
-$576K
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$132M
2
Citadel Advisors
Citadel Advisors
Florida
+$29.5M
3
Bank of America
Bank of America
North Carolina
+$29.4M
4
FSWA
Financial Synergies Wealth Advisors
Texas
+$20M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.9M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$40.4M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$24.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$22.1M
4
RIG
RiverFront Investment Group
Virginia
-$8.6M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
476
Courier Capital
New York
$208K +$208K +2,058 New
AFP
477
Ausdal Financial Partners
Iowa
$208K +$208K +2,059 New
HR
478
Hayden Royal
North Carolina
$208K +$208K +2,061 New
LSA
479
Lion Street Advisors
Texas
$206K -$41.6K -441 -17%
BHBT
480
Burke & Herbert Bank & Trust
Virginia
$206K +$206K +2,040 New
GW
481
GW & Wade
Massachusetts
$206K +$206K +2,043 New
PA
482
Parallel Advisors
California
$206K +$206K +2,044 New
OPS
483
Orion Portfolio Solutions
Nebraska
$200K +$200K +1,985 New
LWP
484
Laurel Wealth Planning
Minnesota
$197K +$197K +1,948 New
Simplex Trading
485
Simplex Trading
Illinois
$180K +$180K +1,785 New
DWP
486
Destiny Wealth Partners
Florida
$180K +$180K +1,787 New
LFG
487
Larson Financial Group
Missouri
$178K +$104K +1,035 +142%
First Manhattan
488
First Manhattan
New York
$168K – – –
BAMG
489
Brand Asset Management Group
Missouri
$166K – – –
GRP
490
Global Retirement Partners
California
$164K +$31.8K +315 +24%
TAM
491
Tucker Asset Management
Colorado
$161K +$161K +1,599 New
ADIM
492
Alpha DNA Investment Management
Maryland
$160K +$160K +1,589 New
MPCG
493
Matrix Private Capital Group
New York
$155K – – –
BA
494
Bellwether Advisors
Nebraska
$139K +$139K +1,379 New
WT
495
Washington Trust
Rhode Island
$137K +$137K +1,361 New
BWM
496
Baystate Wealth Management
Massachusetts
$135K +$133K +1,312 +5,467%
RIM
497
Rockbridge Investment Management
New York
$130K – – –
GWS
498
Glassman Wealth Services
Virginia
$123K +$77.5K +767 +170%
MFT
499
Moisand Fitzgerald Tamayo
Florida
$121K – – –
VNA
500
Valley National Advisers
Pennsylvania
$119K – – –
18 19
20
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